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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,945 | $65,434-3.8% | $98,483-36.1% | $85,847-26.7% |
| Participation rate | 95.6% | 65.0%+30.5pp | 73.3%+22.2pp | 69.3%+26.2pp |
| Annual return | 14.83% | 21.75%-6.9pp | 1494.38%-1479.6pp | 318.61%-303.8pp |
| Employer contribution / active EE | $2,297 | $2,169+5.9% | $2,961-22.4% | $2,565-10.5% |
| Participant deferral / active EE | $3,386 | $3,168+6.9% | $4,276-20.8% | $3,952-14.3% |
| Admin fee / account holder | $1,390 | $4,595-69.8% | $5,953-76.7% | $6,261-77.8% |